Set up to accept credit card payments via Stripe

Easy Invoicing lets you receive card payments from your customers for your invoices. By setting this up, there will be a payments link on your invoices that your customers click to pay by card. You can also choose to pass on the processing fees directly to your customer so it won't cost you anything.

Payments are managed through our payments partner Stripe, and all activities are tracked and recorded within Easy Invoicing.

For more information about Stripe processing fees, including how to pass on surcharges, click here.

Note: If you already have a Stripe account, you will just need to log in to link to your Easy Invoicing account. Also, you can choose to not use Stripe, but you will need to make sure payment details/instructions are manually entered within the payment method field when creating an invoice so that the customers can make payment.

To set up to accept credit card payments via Stripe:

1) Press the 'More' in the bottom menu to the right & press 'Payment Options', then press 'Get Started'. On large screens you'll find it at the bottom of the Easy Invoicing menu in the side bar as Get Paid:

             

2) Enter your email address, press 'Continue' & now create your password & press 'Continue'

     

3) Enter your mobile phone number, press 'Send Text', to receive a 6 digit verification code via SMS to secure your account

Note: You will then follow the next few steps, entering your personal details & business details before proceeding to the main step of entering your bank account details for receiving payment.

4) Enter your BSB, Account Number & Confirm Account Number to link your bank account for receiving payments for any invoices sent to your customers.

 

Note: You will now be prompted to enter support contact details for your business, in case Stripe need to get in contact with you followed by confirming all the details you have entered in setting up your Stripe account. Select 'Done' when you are ready to get the Stripe account approved & linked to Easy Invoicing.

5) Once you have entered all your business details it can take a little time for Stripe to verify your business details, so keep an eye on your emails for any requests for further information.

Note: This is the screen you will see once your Stripe account has been verified & linked to Easy Invoicing. Your invoices will now feature a "Pay Now" button and you can start receiving payments via Stripe.